Screener
DVY vs SCHD
iShares Select Dividend ETF vs Schwab U.S. Dividend Equity ETF
Key differences
Both DVY and SCHD are equity ETFs. DVY charges 0.38% a year and SCHD 0.06%. The main difference: SCHD costs 0.32% less per year.
- SCHD costs 0.32% less per year.
- SCHD is much larger than DVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DVY has delivered higher annualized returns.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DVY | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $22.5B | $94.9B |
| Since | 2003 | 2011 |
| Dividend yield | 3.39% | 3.25% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.5% | +27.6% |
| CAGR 3Y | +17.0% | +15.9% |
| CAGR 5Y | +9.0% | +8.5% |
| Sharpe 3Y | 0.95 | 0.92 |
| Volatility 1Y | 11.11% | 10.98% |
| Max drawdown | -41.59% | -33.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.